Farther Finance Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
2,222
+153
| +7% | +$24.9K | 0.01% | 1075 |
|
|
2025
Q1 | $382K | Buy |
2,069
+1,328
| +179% | +$245K | 0.01% | 922 |
|
|
2024
Q4 | $164K | Sell |
741
-71
| -9% | -$15.7K | 0.01% | 1074 |
|
|
2024
Q3 | $209K | Buy |
812
+150
| +23% | +$38.6K | 0.01% | 972 |
|
|
2024
Q2 | $170K | Buy |
662
+109
| +20% | +$27.9K | 0.01% | 913 |
|
|
2024
Q1 | $147K | Buy |
553
+63
| +13% | +$16.8K | 0.01% | 803 |
|
|
2023
Q4 | $118K | Buy |
490
+128
| +35% | +$30.9K | 0.01% | 733 |
|
|
2023
Q3 | $91K | Sell |
362
-13
| -3% | -$3.27K | 0.01% | 595 |
|
|
2023
Q2 | $92.3K | Buy |
375
+25
| +7% | +$6.15K | 0.02% | 492 |
|
|
2023
Q1 | $79.1K | Buy |
350
+152
| +77% | +$34.3K | 0.02% | 475 |
|
|
2022
Q4 | $45.9K | Buy |
+198
| New | +$45.9K | 0.02% | 512 |
|